Oppenheimer Holdings Inc.
Oppenheimer Holdings Inc. (OPY) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · OPY · as of Sep 30, 2025
Ownership Breakdown
111
Institutional Holders
▲ 10 vs Q2
$298.37M
Total Inst. Value
▲ $36.14M vs Q2
10.61M
Shares Outstanding
freeFloat 57.26%
4.04M
13F Shares Held
▲ 52,193 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
OPY largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
JB CAPITAL PARTNERS LP security brokers, dealers & flotation companies | 504.0K | 4.79% | 4.79% | $37.25B | Nov 14, 2025 | — held |
DIMENSIONAL FUND ADVISORS LP security brokers, dealers & flotation companies | 493.2K | 4.69% | 4.69% | $36.46B | Nov 12, 2025 | ▲ 2.9K |
VANGUARD GROUP INC security brokers, dealers & flotation companies | 426.0K | 4.05% | 4.05% | $31.49B | Nov 7, 2025 | ▲ 10.3K |
AMERICAN CENTURY COMPANIES INC security brokers, dealers & flotation companies | 299.2K | 2.84% | 2.84% | $22.11B | Nov 12, 2025 | ▲ 44.1K |
BLACKROCK, INC. security brokers, dealers & flotation companies | 169.7K | 1.61% | 1.61% | $12.54B | Nov 12, 2025 | ▲ 1.6K |
RBF CAPITAL, LLC security brokers, dealers & flotation companies | 165.0K | 1.57% | 1.57% | $12.20B | Nov 14, 2025 | — held |
GREENWICH WEALTH MANAGEMENT LLC security brokers, dealers & flotation companies | 125.0K | 1.19% | 1.19% | $9.24B | Nov 12, 2025 | ▼ 180.7K |
ROYCE & ASSOCIATES LP security brokers, dealers & flotation companies | 112.4K | 1.07% | 1.07% | $8.31B | Nov 12, 2025 | ▲ 17.1K |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC security brokers, dealers & flotation companies | 91.3K | 86.83% | 86.83% | $6.75B | Nov 10, 2025 | ▲ 49.7K |
MORGAN STANLEY security brokers, dealers & flotation companies | 86.6K | 82.29% | 82.29% | $6.40B | May 27, 2026 | ▼ 3.3K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
27
Increased
+363.3K shares2
New Positions
first time holders15
Decreased
−295.3K shares0
Sold Out
fully exitedNet shares change (top 50)
+68.0K
+363.3K / −295.3K
Net new holders
+14
2 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
OPY insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
10
Buy transactions
4
Sell transactions
2.50
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
LOWENTHAL ALBERT G Chairman | Feb 6, 2026 | J-Other | 40,000 | — | — | 267.5K | Form 4 ↗ |
Lowenthal Robert S CEO | May 8, 2026 | J-Other | 100,000 | — | — | 305.0K | Form 4 ↗ |
Lowenthal Robert S CEO | Feb 6, 2026 | J-Other | 100,000 | — | — | 205.0K | Form 4 ↗ |
Watkins Brad M CFO | Feb 6, 2026 | J-Other | 2,000 | — | — | 20.0K | Form 4 ↗ |
McNAMARA DENNIS P Secretary | Feb 6, 2026 | J-Other | 2,000 | — | — | 11.5K | Form 4 ↗ |
Glasser Teresa director | Feb 26, 2026 | J-Other | 1,400 | — | — | 18.4K | Form 4 ↗ |
ROTH R LAWRENCE director | Feb 26, 2026 | J-Other | 1,400 | — | — | 18.4K | Form 4 ↗ |
McNAMARA DENNIS P Secretary | Mar 2, 2026 | Sale | 4,673 | $90.67 | $423.7K | 20.2K | Form 4 ↗ |
Spaulding Suzanne director | Feb 26, 2026 | J-Other | 1,400 | — | — | 5.9K | Form 4 ↗ |
Dwyer Timothy Martin director | Feb 26, 2026 | J-Other | 1,400 | — | — | 28.4K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Oppenheimer Holdings Inc. (OPY) is primarily owned by institutional investors, who hold approximately 38.1% of total shares outstanding. Company insiders own approximately 42.74%, while retail and public investors account for the remaining 19.18%.
The largest institutional shareholder of Oppenheimer Holdings Inc. is JB CAPITAL PARTNERS LP, holding approximately 503,954 shares — equal to 4.79% of outstanding shares — as of September 30, 2025.
A total of 111 institutional investors currently hold OPY stock, with a combined institutional value of approximately $298,372,816 as of the most recent 13F filing period.
Frequently asked questions
OPY ownershipOppenheimer Holdings Inc. (OPY) is primarily owned by institutional investors, who hold approximately 38.1% of shares. The largest shareholder is JB CAPITAL PARTNERS LP with a 4.79% stake. Company insiders hold 42.74%. Data sourced from SEC Form 13F as of September 30, 2025.